TGV玻璃基板加速量产,玻璃基板相关企业5281家,多为资金密集型

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【TGV玻璃基板加速量产,玻璃基板相关企业5281家,多为资金密集型】据上海证券报消息,眼下,国产TGV玻璃基板正加速走向量产。国内中试产线跑通验证,头部企业纷纷加码布局,抢占AI时代先进半导体封装新机遇。作为下一代半导体先进封装的核心底层技术,TGV玻璃通孔技术具备低损耗、高精密、高稳定性的核心优势,可完美适配AI算力芯片、高端芯片的严苛封装需求,是当前半导体新材料迭代升级的核心主流方向。伴随全球AI算力产业高速爆发,高端芯片对封装基材的传输效率、精度与稳定性要求持续升级,TGV技术产业化价值凸显,市场成长空间广阔。企查查数据显示,截至7月28日,国内现存玻璃基板相关企业5281家。从经营时间来看,相关企业多以成熟企业为主,成立年限在10年以上企业占比60.55%。从注册资本分布来看,相关企业多为资金密集型企业,注册资本在5000万元及以上企业占比41.28%。从地区分布来看,玻璃基板相关企业具备较强的地域集中性。分布在华东地区的企业存量占比44.14%,华南地区占29.99%,两大区域合计超74%。

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